Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionTruist Financial Corp
Latest Disclosed Ownership1,908,444 shares
Latest Disclosed Value $ 156,339,761
Truist Financial Corp reports 3.30% increase in ownership of EVRG / Evergy, Inc.

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 1,908,444 shares of Evergy, Inc. (US:EVRG) valued at $156,339,732 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,847,410 shares of Evergy, Inc.. This represents a change in shares of 3.30% during the quarter. The current value of the position is $154,717,555 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F EVERGY COM 30034W106 1,908,444 61,034 3.30 156,340 16.74 0.2108
2026-02-02 2025-12-31 13F EVERGY COM 30034W106 1,847,410 408,452 28.39 133,919 22.42 0.1786
2025-11-03 2025-09-30 13F EVERGY COM 30034W106 1,438,958 904,400 169.19 109,390 196.87 0.1479
2025-07-18 2025-06-30 13F EVERGY COM 30034W106 534,558 517,087 2,959.69 36,847 2,960.38 0.0539
2025-04-29 2025-03-31 13F EVERGY COM 30034W106 17,471 -2,269 -11.49 1,205 -0.82 0.0019
2025-01-31 2024-12-31 13F EVERGY COM 30034W106 19,740 634 3.32 1,215 2.53 0.0019
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 19,106 1,446 8.19 1,185 26.63 0.0019
2024-08-21 2024-06-30 13F EVERGY COM 30034W106 17,660 -774 -4.20 935 -4.98 0.0014
2024-05-13 2024-03-31 13F EVERGY COM 30034W106 18,434 -70,022 -79.16 984 -78.69 0.0015
2024-02-02 2023-12-31 13F EVERGY COM 30034W106 88,456 -42,061 -32.23 4,617 -30.23 0.0073
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 130,517 27,605 26.82 6,617 10.06 0.0111
2023-08-01 2023-06-30 13F EVERGY COM 30034W106 102,912 98 0.10 6,012 -4.33 0.0100
2023-05-05 2023-03-31 13F EVERGY COM 30034W106 102,814 16,272 18.80 6,284 15.39 0.0108
2023-02-17 2022-12-31 13F EVERGY COM 30034W106 86,542 -6,999 -7.48 5,446 -1.98 0.0096
2022-10-26 2022-09-30 13F EVERGY COM 30034W106 93,541 10,240 12.29 5,556 2.23 0.0107
2022-07-22 2022-06-30 13F EVERGY COM 30034W106 83,301 -17,989 -17.76 5,435 -21.48 0.0100
2022-04-22 2022-03-31 13F EVERGY COM 30034W106 101,290 33,909 50.32 6,922 49.73 0.0109
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 67,381 59,501 755.09 4,623 843.47 0.0070
2021-11-05 2021-09-30 13F EVERGY COM 30034W106 7,880 817 11.57 490 15.02 0.0008
2021-08-16 2021-06-30 13F EVERGY COM 30034W106 7,063 530 8.11 426 9.23 0.0007
2021-05-17 2021-03-31 13F EVERGY COM 30034W106 6,533 109 1.70 390 8.94 0.0007
2021-11-19 2020-12-31 13F/A-1 EVERGY COM 30034W106 6,424 -1,284 -16.66 358 -8.44 0.0007
2021-02-18 2020-12-31 13F EVERGY COM 30034W106 31,542 23,834 1,752 0.0033
2021-11-05 2020-09-30 13F/A-1 EVERGY COM 30034W106 7,708 -2,613 -25.32 391 -36.01 0.0009
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 7,708 -2,613 391 0.0008
2021-11-16 2020-06-30 13F/A-1 EVERGY COM 30034W106 10,321 -1,162 -10.12 611 -3.32 0.0014
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 10,321 -1,162 611 0.0014
2021-11-05 2020-03-31 13F/A-1 EVERGY COM 30034W106 11,483 -965 -7.75 632 -22.07 0.0017
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 11,483 -965 632 0.0016
2021-11-16 2019-12-31 13F/A-1 EVERGY COM 30034W106 12,448 12,448 811 0.0016
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 12,448 811 0.0016
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.